AE Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

AE Wealth Management’s Portfolio RYLD Stock Details RYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.12M	Buy	208,983 +105,124	+101%	+$1.63M	0.02%	527
2025 Q4	$1.59M	Buy	103,859 +102,084	+5,751%	+$1.56M	0.01%	675
2025 Q3	$26.7K	Sell	1,775 -1,350	-43%	-$20.2K	﹤0.01%	1840
2025 Q2	$46.6K	Buy	3,125 +20	+0.6%	+$291	﹤0.01%	1618
2025 Q1	$46.9K	Sell	3,105 -625	-17%	-$10.1K	﹤0.01%	1597
2024 Q4	$60.9K	Buy	+3,730	New	+$61.4K	﹤0.01%	1527
2024 Q1	–	Sell	-104,352	Closed	-$1.71M	–	1817
2023 Q4	$1.71M	Buy	104,352 +88,176	+545%	+$1.46M	0.01%	957
2023 Q3	$276K	Buy	+16,176	New	+$287K	﹤0.01%	1649
2023 Q1	–	Sell	-32,766	Closed	-$616K	–	1989
2022 Q4	$616K	Sell	32,766 -150,180	-82%	-$2.9M	﹤0.01%	1192
2022 Q3	$3.37M	Buy	182,946 +5,503	+3%	+$112K	0.03%	533
2022 Q2	$3.65M	Buy	177,443 +18,275	+11%	+$398K	0.03%	475
2022 Q1	$3.79M	Buy	159,168 +48,782	+44%	+$1.14M	0.03%	522
2021 Q4	$2.69M	Buy	110,386 +33,306	+43%	+$832K	0.02%	604
2021 Q3	$1.92M	Buy	77,080 +28,333	+58%	+$713K	0.02%	663
2021 Q2	$1.25M	Sell	48,747 -9,016	-16%	-$225K	0.01%	767
2021 Q1	$1.4M	Buy	57,763 +36,323	+169%	+$854K	0.01%	675
2020 Q4	$484K	Buy	+21,440	New	+$471K	0.01%	976

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

AE Wealth Management's RYLD Position: Q1 2026 in Review

AE Wealth Management increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 101% in Q1 2026, buying an estimated $1.63M and bringing the position to 208,983 shares worth $3.12M. The position accounts for 0.02% of the portfolio, ranked #527.

AE Wealth Management first reported a position in RYLD in Q4 2020 and has held it in 17 quarters since. The position peaked at $3.79M in Q1 2022. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

AE Wealth Management held 208,983 shares of Global X Russell 2000 Covered Call ETF worth $3.12M as of Q1 2026.
AE Wealth Management bought 105,124 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $1.63M.
Global X Russell 2000 Covered Call ETF made up 0.02% of AE Wealth Management's portfolio in Q1 2026, its #527 holding.
AE Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2020 and has held it in 17 quarters since.
AE Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $3.79M in Q1 2022.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.